Documentation / FAQ

How do I transfer a caller to a human?

Enable transfer, add the destination on Security, and prompt for it.

Last updated:

Enable transfer on the Tools tab (cold or warm), add the destination phone number to the allow-list on the Security tab, and tell the agent in the prompt when to transfer. A cold transfer forwards directly; a warm transfer briefs the colleague first. See the Agent tools section.

The console

These pages are read only. The test call, the API keys and the live API reference are in the console, where your account is signed in.

Open the console